--- title: "Ploomes CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Ploomes CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/207290/Ploomes/" page_type: "product" language: "en" --- # Ploomes CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Ploomes CRM ## What is Ploomes CRM? Ploomes CRM centralizes contacts, deals, activities, and communications in one place. Built for B2B sales, it automates follow-ups, tasks, and approvals, standardizes pipelines, and gives managers real-time visibility with customizable dashboards and accurate forecasts. Native integrations with email, calendars, and ERPs keep data consistent across teams. With templates, workflows, and role-based permissions, teams work faster and with fewer errors—building stronger relationships, shortening sales cycles, and scaling revenue with confidence. ## What is Ploomes CRM used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Business Process Management](https://www.capterra.com/business-process-management-software/)[Online CRM](https://www.capterra.com/online-crm-software/) Recognitions Shortlist Best ease of use Top alternative Featured Overall rating Based on 442 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $22 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... - Inside Sales / 2025 - Sales Force Automation / 2025 Our "Best of" badge program showcases products with the highest ratings... - Business Process Management / 2026 - CRM / 2026 - Document Management / 2026 - Online CRM / 2026 - Proposal Management / 2026 - Sales Force Automation / 2026 - Workflow Management / 2026 Our "Best of" badge program showcases products with the highest ratings... Do you work for Ploomes CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.ploomes.com/&name=Ploomes CRM) Rating Breakdown 4.9 +− Features4.8 Value for Money4.7 Ease of Use4.8 Customer Service4.7 Rating Breakdown 4.9 Features4.8 Value for Money4.7 Ease of Use4.8 Customer Service4.7 ## Ploomes CRM Reviewers Verdict Updated August 2026 AI summary - Ploomes CRM suits B2B sales and commercial teams needing structured pipeline and lead management with process customization. - Its main advantage is strong process optimization through workflow automation, centralization of sales data, and flexible lead tracking. - Teams see practical gains in daily productivity, clearer task ownership, and improved monitoring of sales opportunities. - Buyers should weigh a few practical considerations: initial setup can be complex, integration options are limited, and pricing may not fit smaller teams. - It fits best where process efficiency and sales visibility matter most, but may challenge those seeking easy setup or extensive integrations. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Ploomes CRM 4.9 (442) VS. [4.3 (6,994)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting Price $22 Per User, Per Month Starting Price $14 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (442) Ease Of Use 4.2 (4,383) Value For Money 4.7 (386) Value For Money 4.3 (3,512) Customer Service 4.7 (391) Customer Service 4.1 (3,522) ## Ploomes CRM alternatives [4.7 (742)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,482)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/) [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) [4.4 (18,806)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/61368/Salesforce/) Highest Rated [Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/) [4.8 (622)](https://www.capterra.com/p/210630/Kylas/reviews/) Starting price $250.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/210630/Kylas/) [View all alternatives](https://www.capterra.com/p/207290/Ploomes/alternatives/) ## FAQs about Ploomes CRM Overview ### What problems does Ploomes CRM solve? Ploomes CRM solves scattered lead and customer data, unclear pipeline stages, missed follow-ups, manual proposal and contract creation, and weak task ownership across sales workflows. Sales reps, account managers, commercial leaders, and B2B teams benefit most by centralizing prospecting, automating repetitive updates, tracking deadlines, and gaining clearer performance visibility. Answer based on 206 reviews Overview ### Which roles and teams benefit most from Ploomes CRM? Ploomes CRM is most used by sales leaders, commercial teams, consultants, and executives who need structured pipeline management and customer visibility. Sales and project managers use it to track opportunities, proposals, and follow-ups, while directors and presidents rely on dashboards, forecasting, and process standardization to improve team performance. Answer based on 442 reviews Overview ### What company size and industries is Ploomes CRM built for? Ploomes CRM is best suited for medium-sized B2B companies with complex sales processes, but reviewer data shows 100% adoption among small businesses. It serves consulting-led teams most often, with Management Consulting at 28%, followed by Information Technology and Services at 7% and Human Resources at 6%. Answer based on 442 reviews Features and Usability ### What are the key features of Ploomes CRM? Ploomes CRM includes core sales features like lead management, sales pipeline management, opportunity tracking, and customizable reports. Its differentiators are workflow automation, proposal generation, document generation, and third-party integrations through an open API. Reviewers also frequently highlight customizable funnels, dashboards, and calendar-based task follow-up. Answer based on 106 reviews Pricing ### How much does it cost and what fees or limitations are included? Ploomes CRM starts at $22/user/month for the Ploomes Lite plan, and a free trial is available. Reviewers say the price can feel high for smaller teams, though some call it attractive or fair for the features. Trial users also note the free version lacks some tools, and mobile limitations appear in feedback. Answer based on 35 reviews Integrations ### Which third-party tools and platforms does Ploomes CRM integrate with? Ploomes CRM integrates with Slack for team communication and supports over 20 integrations across sales, email, calendar, e-signature, and ERP workflows. Key connected platforms include Gmail, Google Calendar, Microsoft Outlook, Mailchimp, ActiveCampaign, DocuSign, Clicksign, and NetSuite, with additional links to tools such as Asana and Movidesk. Answer based on 41 reviews Getting Started and Support ### How easy is it to onboard and train a team on Ploomes CRM? Ploomes CRM offers in-person training, live online sessions, webinars, documentation, and videos, giving teams multiple ways to learn. Reviewers say basic use is manageable after some practice, and less technical users can adapt reasonably quickly, while admins and teams configuring advanced automations, customizations, or CRM processes usually need more time and training. Answer based on 45 reviews Getting Started and Support ### What customer support options does Ploomes CRM offer, and how do users rate the experience? Ploomes CRM offers email/help desk, chat, a knowledge base, and FAQ/forum resources. Users often describe support as efficient, attentive, and helpful during onboarding and day-to-day questions, but some report slower responses, less proactive help on specific issues, and technical documentation that can feel complex or insufficiently detailed. Answer based on 40 reviews Ease of use ### Is Ploomes CRM easy to use? Ploomes CRM feels intuitive for many sales teams, but new users often need time and guidance to learn it. Small businesses and first-time CRM users like the organized interface and daily productivity gains, while some mention a steeper setup process, crowded screens, and limited mobile functionality. Answer based on 106 reviews ## Who uses Ploomes CRM? Based on Capterra reviews from the past 2 years Talk to a software expert to get a free software list tailored to your business needs ## Features AI summary Based on 14,670 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **Sales Pipeline Management** (**43%**) - **Lead Management** (**44%**) Ploomes CRM supports all three features that reviewers rate most highly: **Contact Management**, **Sales Pipeline Management**, and **Lead Management**. Together, these capabilities give teams a clear view of customer relationships, help sales reps track deal progress, and make it easier to capture and follow up with prospects, helping businesses manage sales activity more effectively and close opportunities with better consistency. Contact Management 4.8 (149) 79.19% of 149 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Sales Pipeline Management 4.8 (165) 78.79% of 165 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status Lead Management 4.8 (177) 83.62% of 177 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Task Management 4.7 (56) 78.57% of 56 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Data Import/Export 4.5 (90) 91.11% of 90 reviewers that rated this feature as important or highly important Import and export data to and from software applications Reporting/Analytics 4.7 (116) 82.76% of 116 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Ploomes CRM 100 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Approval Workflow: Route documents and other data through one or more stakeholders for review and approval - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automatic Formatting: Automatically formats data in a predetermined way - Bills of Material: Material list of manufacturing parts and associated costs - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Call Recording: Record the audio of phone conversations for quality assurance purposes - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Management: Manage, organize, and store contact information - Content Library: Centralized repository to store content and assets - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Dashboard: Alter the layout and content of dashboards - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Data Management: Ability to handle large datasets - Data Visualization: Graphical representation of data - Deal Management: Defines specific deal parameters to negotiate and secure deals - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Templates: Pre-made examples and templates for emails - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Forms Automation: Automate repetitive tasks such as filling out information or creating certain types of forms - Forms Management: Store, manage and track all forms in a centralized location - Lead Capture: Automatically identify and save contact information of potential customers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Currency: Manage and handle various international currencies - No-Code: Drag and drop/visual interfaces that allow non-tech users to build without writing code - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Price and Cost Calculations: Calculate rule-based prices for a product/service - Price/Margin Management: Track and manage the profit margin between the cost of a product and its selling price. - Process Modeling & Designing: Visually identify, define, and map all details and relationships surrounding business process models and elements - Product Configurator: Customize the specifications of a finished product to meet the particular needs of a customer - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Workflow: Create, manage, or update project workflows. - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Rules Engine: It is a logic or a condition that executes business rules in a runtime production environment - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Automation: Automate processes to manage leads, contacts, opportunities and sales activities - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Segmentation: Group leads or contacts based on their specific characteristics - Softphone: Use your computer as a phone device to make calls over the internet - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Templates: Sample files or documents that could be customized as needed or used as is - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Version Control: Track revisions and updates made to files and navigate between different versions - Visual Configuration: Configuration of custom product parts by using 2D &3D visualizations - Web-based Deployment: SaaS, web-based, online deployment - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Configuration: Alter the default workflow to meet your organization's needs - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.8 (442) 4.8 Based on 442 reviews ## Pricing Value for money 4.7 (386) Free Trial [View pricing plan details](https://www.capterra.com/p/207290/Ploomes/pricing/) Ploomes Lite $22.00 Per User,Per Month It includes: - Multiple Sales Funnels - Client Reports - Tasks Management - Dashboards - Analytics reports Value for money 4.7 (386) 4.7 Based on 386 reviews ## Integrations [ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ WhatsApp](https://www.capterra.com/p/180345/WhatsApp/)[ Asana](https://www.capterra.com/p/184581/Asana-PM/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.7 (391) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.7 (391) 4.7 Based on 391 reviews ## User reviews Overall rating 4.9 Based on 442 reviews Filter by rating 5(390) 4(50) 3(2) 2(0) 1(0) Mentioned topic Sorted by most recent RG Renata G. Presidente Marketing and Advertising ### "Excelente CRM para organização e automação de processos comerciais" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 22, 2026 Minha experiência com o Ploomes CRM foi bastante positiva. A ferramenta contribuiu para melhorar a organização do processo comercial, aumentar o controle sobre oportunidades de negócio e facilitar o acompanhamento das atividades da equipe. A possibilidade de personalizar fluxos e automatizar processos trouxe mais produtividade e eficiência para a rotina de trabalho. Considero uma solução robusta para empresas que buscam profissionalizar sua gestão comercial. Pros O que mais me agradou foi a facilidade de personalização dos processos comerciais e a organização das informações em um único ambiente. A plataforma permite acompanhar o funil de vendas de forma intuitiva, automatizar tarefas repetitivas e gerar relatórios que auxiliam na tomada de decisões. Além disso, a interface é amigável e o suporte costuma ser bastante atencioso. Cons Algumas funcionalidades mais avançadas exigem um período de adaptação e configuração inicial, especialmente para equipes que estão implementando um CRM pela primeira vez. Em determinados momentos, a grande quantidade de opções pode gerar uma curva de aprendizado um pouco mais longa. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MN Michel N. Diretor Executive Office ### "A solução completa para centralizar e escalar vendas complexas" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 4/10 June 15, 2026 ​​A utilização do Ploomes transformou a forma como gerenciamos nossa operação comercial. A grande vantagem é, sem dúvida, o fato de ele realmente se tornar o "único ambiente de trabalho" para o time de vendas. Não é apenas mais um software de agenda; é uma ferramenta de produtividade que preenche perfeitamente a lacuna entre CRMs excessivamente simples e sistemas tradicionais pesados. ​Para quem trabalha com vendas complexas, o Ploomes se destaca pela agilidade. A capacidade de gerar propostas integradas ao fluxo de negociação acelera o fechamento e garante que nenhuma informação importante se perca no funil. É uma plataforma madura, consolidada no mercado latino-americano e que entrega exatamente o que promete: uma operação comercial centralizada, previsível e profissional. Recomendo fortemente para empresas que buscam escalar seus resultados com inteligência e organização. Pros O grande diferencial do Ploomes é conseguir unificar CRM, automação e geração de propostas em um só lugar, criando uma visão 360º de toda a operação comercial. Ele equilibra perfeitamente a robustez de sistemas tradicionais com uma usabilidade simples e intuitiva, sendo a ferramenta ideal para otimizar vendas complexas e negociações de alto valor. Cons Por ser uma plataforma tão completa e cheia de recursos integrados, a configuração inicial e o processo de implementação exigem um tempo dedicado de treinamento da equipe. Além disso, a experiência no aplicativo mobile poderia ser um pouco mais fluida para os vendedores que operam constantemente na rua. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SL Sophia L. Diretora Judiciary ### "Experiência utilizando o Ploomies CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 10, 2026 Minha experiência com o Ploomes foi muito positiva. A plataforma contribuiu para uma gestão comercial mais organizada, com maior controle das oportunidades e melhor acompanhamento dos resultados. Além disso, a interface é intuitiva e o suporte prestado sempre foi atencioso e eficiente. Recomendo a ferramenta para empresas que buscam profissionalizar e otimizar seus processos de vendas. Pros O que mais gostei no Ploomes foi a organização das informações e a facilidade para acompanhar as negociações. A plataforma centraliza todo o processo comercial em um só lugar, tornando o acompanhamento dos clientes mais simples e eficiente. As automações também ajudam bastante a otimizar a rotina e aumentar a produtividade da equipe. Cons No início, algumas funcionalidades exigiram um período de adaptação para que toda a equipe entendesse o melhor uso da plataforma. Como o sistema possui muitos recursos, é necessário dedicar um tempo para configurar os processos e aproveitar todo o potencial da ferramenta. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MF Maria Fernanda B. assessor de recursos humanos Legislative Office ### "CRM eficiente e fácil de gerenciar" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 June 10, 2026 No geral, a minha experiência com o Ploomes foi positiva. O sistema é organizado e ajuda a gerenciar vendas e clientes com mais eficiência. Pros Excelente para organizar processos comerciais, automatizar tarefas e acompanhar oportunidades de vendas. A plataforma é intuitiva, flexível e contribui para o aumento da produtividade e controle da equipe comercial. Cons Algumas personalizações exigem configuração mais detalhada, e o custo pode ser um fator limitante para empresas menores. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. IG Isadora G. Assessora Comercial Judiciary ### "Avaliação Ploomes" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 10, 2026 Pros Excelente plataforma para organização dos dados da empresa, trouxe muita facilidade no dia a dia, economizando tempo para a organização e análise dos dados. Cons No início tende a ser um pouco complexo o uso, pela quantidade de ferramentas presentes na plataforma. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AO Amanda O. Presidente Institucional Management Consulting ### "CRM completo e eficiente para gestão comercial" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 2, 2026 Minha experiência com o Ploomes CRM foi bastante positiva. A plataforma contribuiu para uma melhor organização dos processos comerciais, facilitando o gerenciamento de clientes, oportunidades e atividades da equipe. As automações ajudaram a reduzir tarefas operacionais e a aumentar a produtividade, tornando o acompanhamento das vendas mais eficiente e estratégico. Pros O Ploomes possui uma interface intuitiva e fácil de utilizar, o que facilita a adaptação da equipe. A automação de processos ajuda a otimizar o acompanhamento de oportunidades e clientes, além de permitir uma visão clara do funil de vendas. A personalização dos campos e relatórios também é um diferencial importante. Cons Algumas funcionalidades mais avançadas exigem um tempo maior de aprendizado para serem utilizadas em todo o seu potencial. Além disso, determinadas customizações podem demandar configurações mais detalhadas. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DF Davi F. Consultor comercial Management Consulting ### "Avaliação de CRM" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 June 1, 2026 Pros Economia de tempo: o sistema é destacado como uma ferramenta que ajuda empresas a otimizar processos. Integração com LinkedIn: facilita o acesso e login, tornando o uso mais prático. Organização de informações profissionais: centraliza dados de clientes e processos em um só lugar. Recursos de configuração: oferece flexibilidade para adaptar às necessidades específicas da empresa. Cons Curva de aprendizado: pode exigir tempo para adaptação inicial, especialmente para quem nunca usou CRM. Complexidade em alguns recursos: certas funcionalidades podem ser mais difíceis de configurar sem suporte. Dependência da plataforma: como todo CRM, a empresa fica vinculada ao sistema para manter a organização dos dados. Possíveis limitações de personalização: dependendo do plano, pode haver restrições em recursos avançados. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. IM Isabella M. Consultora comercial Management Consulting ### "Mais organização e praticidade para o comercial." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 30, 2026 Nossa experiência com o Ploomes CRM tem sido muito positiva. Antes utilizávamos métodos menos organizados e hoje conseguimos centralizar melhor as informações da empresa e acompanhar os processos com mais eficiência. Pros O Ploomes CRM ajudou bastante na organização dos nossos contatos e processos comerciais. A plataforma é prática, fácil de usar e facilitou muito o acompanhamento dos clientes e oportunidade Cons Algumas funções levam um tempo para aprender no início, mas depois da adaptação o uso fica bem mais simples. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Pedro S. Consultor Management Consulting ### "Organização e eficiência para vendas, com curva inicial de aprendizado" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 4/10 May 28, 2026 Minha experiência geral com o Ploomes CRM foi bastante positiva. É uma ferramenta bem completa para gestão de vendas, que ajuda a organizar o processo comercial de ponta a ponta. O funil é claro, as informações ficam centralizadas e isso facilita muito o acompanhamento dos clientes e oportunidades. No dia a dia, acaba trazendo mais controle e previsibilidade para as vendas. A automação também faz diferença, principalmente para reduzir tarefas repetitivas e evitar esquecimentos, como follow-ups. Além disso, os relatórios ajudam a entender melhor o desempenho e tomar decisões mais estratégicas. Por outro lado, no início pode ser um pouco desafiador configurar tudo e explorar o potencial da ferramenta, mas depois que você se adapta, o ganho de produtividade compensa. No geral, é um CRM robusto, indicado principalmente para empresas que querem estruturar melhor o processo comercial e crescer de forma mais organizada. Pros O que eu mais gostei no Ploomes CRM foi como ele consegue organizar todo o processo comercial de forma bem prática e visual. Primeiro, o funil de vendas é muito intuitivo. Dá pra acompanhar em que etapa cada cliente está sem se perder, o que ajuda muito a não deixar oportunidade passar. Além disso, a automação de tarefas facilita bastante o dia a dia — o sistema lembra follow-ups, atualiza informações e reduz aquele trabalho manual chato. Outro ponto forte é a personalização. Dá pra adaptar o CRM conforme o processo da empresa, o que é essencial principalmente pra negócios que trabalham com vendas mais complexas (tipo B2B ou projetos sob medida). E por fim, a integração com outros sistemas e a geração de relatórios são muito úteis. Você consegue ter uma visão clara dos resultados e tomar decisões mais rápidas e baseadas em dados. Resumindo: é um CRM que realmente ajuda a organizar, ganhar produtividade e vender melhor — sem complicar. Cons Sobre o que menos gostei no Ploomes CRM, alguns pontos podem incomodar dependendo do uso: Um deles é a curva de aprendizado inicial. Apesar de ser bem completo, pode levar um tempo até entender todas as funcionalidades e configurar tudo do jeito ideal — principalmente pra quem nunca usou CRM antes. Outro ponto é que algumas automações e personalizações mais avançadas exigem um certo conhecimento técnico ou mais tempo de implementação. Não é algo totalmente “plug and play” em todos os casos. Também senti que, dependendo do plano, algumas funcionalidades importantes ficam limitadas, o que pode gerar custo adicional conforme a empresa cresce. Por fim, em alguns momentos a interface pode parecer um pouco carregada, com muita informação na tela, o que pode confundir usuários mais iniciantes. No geral, não são problemas graves, mas são pontos que podem impactar a experiência dependendo do perfil da empresa. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Cecilia V. Diretora comercial Information Technology and Services ### "CRM de alto padrão com diversas funcionalidades" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 24, 2026 Plataforma incrível, com diversas formas de personalização para cada cliente, cada mercado e a ajuda e assistência que nos deram via e-mail e WhatsApp totalmente personalizada é incrível. Pros Facilidade e confiabilidade da plataforma para cadastrar clientes e visualizar as etapas que eles estão do funil de vendas, deixando fácil administrar, fazer follow up e fazer relatórios. Cons No início senti um pouco de dificuldade de mexer na plataforma pois tem muitas funcionalidades mas amei a experiência de aprender. Switched from [Pipefy](https://www.capterra.com/p/144848/Pipefy/) Tive uma interação com pessoas de uma outra empresa júnior e eles me recomendaram fortemente o ploomes Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/207290/Ploomes/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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